WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 30300.00%0.00%0.00%Q2 2016Q3 202330
ROYAL BANK OF CANADA 2190.00%0.00%0.00%Q3 2015Q3 202330
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.02%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 29290.00%0.03%0.09%Q3 2016Q3 202329
Sequoia Financial Advisors, LLC 29290.13%0.45%0.94%Q3 2016Q3 202329
LPL Financial LLC 2450.00%0.04%0.09%Q1 2016Q3 202329
UBS Group AG 29290.00%0.00%0.01%Q3 2016Q3 202329
JANE STREET GROUP, LLC 1310.00%0.01%0.04%Q3 2015Q3 202329
IFP Advisors, Inc 1710.00%0.15%0.46%Q1 2016Q3 202328
Citadel Advisors 810.00%0.00%0.02%Q1 2016Q3 202326
1834 INVESTMENT ADVISORS CO 24240.00%0.08%0.15%Q3 2016Q2 202224
RFG Advisory, LLC 24240.15%2.66%5.92%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2130.01%0.02%0.06%Q1 2016Q3 202324
Creative Planning 1590.00%0.01%0.03%Q3 2017Q3 202324
StrategIQ Financial Group, LLC 24240.16%1.21%2.42%Q4 2017Q3 202324
CITIGROUP INC 910.00%0.00%0.00%Q3 2016Q3 202323
RAYMOND JAMES & ASSOCIATES 2030.00%0.00%0.01%Q1 2016Q3 202323
WealthPLAN Partners, LLC 1810.24%0.55%1.10%Q4 2017Q4 202322
WELLS FARGO & COMPANY/MN 2110.00%0.00%0.01%Q4 2016Q3 202322
Patriot Financial Group Insurance Agency, LLC 21210.04%0.48%1.09%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1470.00%0.01%0.06%Q2 2018Q3 202321
SNS Financial Group, LLC 20200.06%0.14%0.39%Q4 2018Q3 202320
Vista Private Wealth Partners. LLC 1820.09%1.02%2.41%Q4 2017Q4 202220
Darwin Wealth Management, LLC 1640.06%0.69%2.94%Q4 2017Q4 202220
Raymond James Financial Services Advisors, Inc. 20200.00%0.07%0.29%Q4 2018Q3 202320
FMR LLC 1820.00%0.00%0.00%Q3 2018Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.01%Q4 2018Q3 202320
Atria Investments, Inc 1310.02%0.24%0.48%Q1 2016Q3 202319
Realta Investment Advisors 19190.04%0.21%0.75%Q1 2019Q3 202319
3D ASSET MANAGEMENT, INC 19198.54%9.42%10.61%Q1 2016Q3 202019
AE Wealth Management LLC 1810.01%0.25%0.53%Q3 2018Q3 202319
Private Advisor Group, LLC 1510.01%0.10%0.28%Q4 2016Q3 202319
Cetera Advisors LLC 18180.01%0.02%0.05%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.08%0.19%Q2 2019Q3 202318
Winch Advisory Services, LLC 18180.05%0.19%0.39%Q2 2019Q3 202318
CWM, LLC 1080.15%0.20%0.31%Q1 2019Q3 202318
MML INVESTORS SERVICES, LLC 17170.01%0.02%0.05%Q3 2019Q3 202317
Carroll Financial Associates, Inc. 17170.00%0.26%0.57%Q4 2017Q4 202117
Lee Financial Group Hawaii, Inc. 17170.17%6.90%15.76%Q1 2018Q1 202217
Alliance Wealth Management Group 1210.06%0.19%1.26%Q4 2016Q4 202117
Equitable Holdings, Inc. 16160.28%0.41%0.84%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q4 2017Q3 202316
AJ WEALTH STRATEGIES, LLC 16160.03%0.95%4.42%Q3 2019Q2 202316
Blue Zone Wealth Advisors, LLC 16160.14%1.35%6.16%Q4 2019Q3 202316
Aveo Capital Partners, LLC 16160.05%0.70%1.90%Q4 2018Q3 202216
Savior LLC 16160.00%0.05%0.38%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.02%0.03%0.04%Q1 2016Q4 201916
Brinker Capital Investments, LLC 16160.01%0.11%0.22%Q4 2017Q3 202116
IHT Wealth Management, LLC 1420.02%0.04%0.08%Q4 2017Q3 202316
COLTON GROOME FINANCIAL ADVISORS, LLC 15151.34%4.10%7.84%Q2 2019Q4 202215
Advisor Group, Inc. 15150.00%0.01%0.05%Q2 2016Q4 201915
CX Institutional 1410.00%0.07%0.13%Q2 2018Q2 202215
BEACON FINANCIAL GROUP 15150.09%0.12%0.16%Q4 2019Q2 202315
CVA Family Office, LLC 15150.01%0.05%0.11%Q1 2020Q3 202315
ASHFORD CAPITAL MANAGEMENT INC 15150.27%2.20%3.93%Q1 2018Q3 202115
Savant Capital, LLC 15150.15%0.70%1.95%Q1 2020Q3 202315
Clearwater Capital Advisors, LLC 15150.52%1.50%2.99%Q1 2019Q3 202215
McNamara Financial Services, Inc. 15150.08%0.10%0.12%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.12%0.25%Q4 2019Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 15150.06%0.18%0.36%Q1 2020Q3 202315
Trilogy Capital Inc. 15150.13%1.32%3.83%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.05%Q1 2020Q3 202315
Prestige Wealth Management Group LLC 15155.31%8.29%14.85%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 1110.00%0.15%0.35%Q4 2017Q2 202214
Pinnacle Bancorp, Inc. 14140.03%0.05%0.08%Q2 2020Q3 202314
55I, LLC 14140.01%0.09%0.32%Q4 2018Q1 202214
Miracle Mile Advisors, LLC 14140.08%1.83%3.17%Q4 2019Q1 202314
Mutual Advisors, LLC 950.05%0.09%0.14%Q4 2018Q3 202314
Geneos Wealth Management Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 14140.02%0.05%0.07%Q4 2019Q1 202314
BlackRock Inc. 14140.00%0.00%0.00%Q1 2019Q2 202214
TSFG, LLC 14140.00%0.04%0.09%Q2 2020Q3 202314
Financial Planning & Information Services, Inc. 14140.12%0.65%1.26%Q2 2020Q3 202314
NewSquare Capital LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.36%1.01%1.62%Q4 2019Q1 202314
INSPIRION WEALTH ADVISORS, LLC 14140.05%0.38%0.72%Q3 2019Q4 202214
Truvestments Capital LLC 1310.01%0.13%0.37%Q1 2020Q3 202314
FIRST FOUNDATION ADVISORS 14140.05%0.14%0.50%Q2 2020Q3 202314
PFS INVESTMENTS INC. 13130.25%1.04%2.18%Q1 2019Q1 202213
MERCER GLOBAL ADVISORS INC /ADV 13130.02%0.05%0.11%Q3 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q1 2016Q3 202313
Perennial Advisors, LLC 310.04%0.06%0.08%Q2 2018Q3 202313
Wade Financial Advisory, Inc 13131.12%1.50%2.32%Q4 2019Q4 202213
Cetera Advisor Networks LLC 540.00%0.02%0.04%Q1 2020Q3 202313
Financial Advocates Investment Management 1030.02%0.08%0.16%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.00%0.03%0.08%Q3 2020Q3 202313
MOODY NATIONAL BANK TRUST DIVISION 13130.00%0.01%0.01%Q1 2019Q1 202213
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1010.00%0.00%0.01%Q4 2019Q3 202313
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Larson Financial Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Truadvice, LLC 13130.61%1.23%1.94%Q3 2020Q3 202313
Vectors Research Management, LLC 13130.04%0.20%0.64%Q4 2019Q4 202213
Private Wealth Strategies, L.L.C. 1110.06%6.75%9.36%Q4 2019Q4 202212
Insight Advisors, LLC/ PA 12120.22%0.46%0.69%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.59%0.73%1.00%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
Horizon Investments, LLC 750.56%1.41%2.98%Q1 2019Q1 202212
Intrua Financial, LLC 12120.13%0.41%1.07%Q2 2020Q1 202312
HNP Capital LLC 1020.05%0.18%0.56%Q3 2019Q3 202212
FOUNDERS FINANCIAL SECURITIES LLC 750.05%0.21%0.55%Q1 2019Q1 202212
Towercrest Capital Management 12120.04%0.06%0.13%Q1 2019Q4 202112
Insight Wealth Strategies, LLC 12120.04%0.11%0.18%Q4 2018Q3 202112
3D/L Capital Management, LLC 12120.01%1.39%1.78%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 12120.01%0.18%0.34%Q4 2018Q3 202112
Catalyst Capital Advisors LLC 830.00%0.01%0.01%Q4 2017Q1 202211
Western Wealth Management, LLC 830.02%0.04%0.07%Q4 2020Q3 202311
LexAurum Advisors, LLC 1010.16%0.23%0.27%Q1 2019Q2 202211
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Regal Investment Advisors LLC 710.12%0.32%0.42%Q3 2018Q4 202211
Qube Research & Technologies Ltd 910.00%0.11%0.42%Q1 2020Q1 202311
PARK AVENUE SECURITIES LLC 510.00%0.01%0.02%Q3 2019Q3 202311
ROOSEVELT INVESTMENT GROUP LLC 11110.03%0.18%0.24%Q1 2020Q3 202211
CENTAURUS FINANCIAL, INC. 11110.02%0.14%0.40%Q1 2018Q3 202011
GM Advisory Group, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
Capital Analysts, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
American Portfolios Advisors 11110.00%0.01%0.02%Q3 2019Q1 202211
Leicht Financial Planning & Wealth Management, Inc. 11114.41%6.81%14.96%Q2 2020Q4 202211
Lloyd Advisory Services, LLC. 10100.02%0.03%0.05%Q4 2019Q1 202210
Claraphi Advisory Network, LLC 10100.07%0.25%0.40%Q4 2017Q1 202010
Surevest, LLC 640.01%1.39%3.50%Q4 2018Q3 202210
Sigma Planning Corp 10100.01%0.04%0.09%Q1 2020Q2 202210
Sowell Financial Services LLC 10100.01%0.04%0.06%Q3 2019Q4 202110
OLD MISSION CAPITAL LLC 410.01%0.19%0.52%Q3 2020Q3 202310
US BANCORP \DE\ 910.00%0.00%0.00%Q1 2020Q1 202310
PFG Advisors 10100.02%0.12%0.18%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q4 2017Q1 202010
First Horizon Advisors, Inc. 10100.00%0.00%0.00%Q3 2019Q4 202110
NEXT Financial Group, Inc 10100.00%0.01%0.02%Q3 2019Q4 202110
Lake Point Wealth Management 520.00%0.07%0.63%Q4 2018Q2 202210
IAG Wealth Partners, LLC 10100.09%0.40%0.80%Q4 2019Q1 202210
Parallel Advisors, LLC 820.00%0.01%0.05%Q2 2019Q4 202210
AdvisorNet Financial, Inc 10100.00%0.06%0.12%Q2 2018Q3 202010
FIRETHORN WEALTH PARTNERS, LLC 730.19%0.30%0.48%Q4 2020Q2 202310
SimpliFi, Inc. 5417.23%19.39%23.37%Q1 2020Q3 20239
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.01%Q2 2020Q3 20239
Bridge Advisory, LLC 990.10%0.33%0.78%Q4 2020Q4 20229
Golden State Equity Partners 630.17%1.74%4.45%Q4 2020Q3 20239
MUFG Americas Holdings Corp 720.00%0.02%0.15%Q2 2020Q3 20229
Belpointe Asset Management LLC 310.00%0.11%0.48%Q3 2019Q1 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 990.04%0.10%0.15%Q4 2019Q4 20219
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.05%0.11%0.24%Q1 2020Q1 20229
TRUIST FINANCIAL CORP 990.00%0.00%0.01%Q4 2019Q4 20219
Allworth Financial LP 990.00%0.00%0.01%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.46%0.52%0.61%Q3 2021Q3 20239
Future Financial Wealth Managment LLC 991.60%1.80%2.08%Q4 2020Q4 20229
Ameritas Investment Company, LLC 420.00%0.08%0.23%Q4 2018Q3 20219
New England Investment & Retirement Group, Inc. 990.24%1.40%2.23%Q3 2019Q3 20219
SlateStone Wealth, LLC 990.05%0.52%0.92%Q2 2019Q2 20219
Walkner Condon Financial Advisors LLC 410.08%0.13%0.21%Q4 2019Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Opes Advisors Inc 880.50%3.39%5.44%Q1 2017Q4 20188
Covestor Ltd 880.02%0.04%0.12%Q4 2021Q3 20238
Meridian Wealth Management, LLC 620.03%0.11%0.37%Q1 2020Q3 20238
KWB Wealth 882.43%2.52%2.76%Q4 2020Q3 20228
Institute for Wealth Management, LLC. 710.02%0.09%0.16%Q4 2019Q3 20238
Capital Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.42%0.52%0.62%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.03%0.06%Q2 2021Q1 20238
Renaissance Technologies 320.00%0.00%0.00%Q4 2020Q3 20238
Frisch Financial Group, Inc. 880.14%0.19%0.22%Q1 2019Q4 20208
Golden State Wealth Management, LLC 440.00%0.47%1.24%Q1 2020Q1 20228
Teza Capital Management LLC 880.04%0.09%0.15%Q2 2020Q1 20228
ACG Wealth 710.00%0.09%0.13%Q3 2018Q2 20228
Collaborative Wealth Managment Inc. 610.25%0.47%0.65%Q1 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.14%0.25%0.36%Q4 2021Q3 20238
Huber Financial Advisors, LLC 770.31%1.31%2.14%Q3 2018Q1 20207
Simplicity Solutions, LLC 610.03%0.36%0.57%Q4 2018Q4 20207
My Legacy Advisors, LLC 770.42%1.06%1.23%Q1 2022Q3 20237
WealthShield Partners, LLC 520.00%0.00%0.00%Q1 2018Q3 20237
Integrated Wealth Concepts LLC 770.03%0.11%0.15%Q3 2019Q1 20217
B. Riley Wealth Advisors, Inc. 770.04%0.06%0.07%Q2 2019Q4 20207
Global Retirement Partners, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Vigilare Wealth Management 770.89%2.02%3.04%Q4 2019Q2 20217
Echo Wealth Management, LLC 770.40%6.10%10.91%Q4 2020Q2 20227
FLAGSHIP HARBOR ADVISORS, LLC 520.00%0.14%0.20%Q2 2020Q4 20227
WEALTHSOURCE PARTNERS, LLC 770.06%0.45%1.05%Q1 2021Q3 20227
Steward Partners Investment Advisory, LLC 510.00%0.00%0.02%Q2 2020Q2 20237
Cardan Capital Partners, LLC 520.40%1.27%3.37%Q4 2018Q3 20217
Destiny Wealth Partners, LLC 520.00%0.17%1.13%Q4 2020Q3 20227
Concord Wealth Partners 430.00%0.01%0.01%Q4 2021Q3 20237
Merit Financial Group, LLC 410.01%0.11%0.39%Q3 2019Q3 20237
Pinnacle Financial Group, LLC / IL 660.28%0.38%0.54%Q2 2022Q3 20236
Stonebridge Capital Advisors LLC 310.00%0.01%0.05%Q1 2021Q2 20236
Lion Street Advisors, LLC 410.09%0.12%0.13%Q3 2021Q2 20236
Aptus Capital Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
Tranquilli Financial Advisor LLC 660.44%0.54%0.63%Q4 2020Q1 20226
Ford Financial Group, LLC 510.00%0.29%0.55%Q2 2021Q4 20226
Orion Portfolio Solutions, LLC 660.01%0.02%0.02%Q1 2020Q2 20216
MEEDER ASSET MANAGEMENT INC 660.01%0.01%0.03%Q3 2020Q4 20216
HORIZON FINANCIAL SERVICES, LLC 660.01%6.07%11.05%Q3 2020Q4 20216
20/20 Capital Management, Inc. 660.13%0.60%1.00%Q4 2019Q1 20216
Apollon Wealth Management, LLC 510.08%1.91%4.98%Q4 2018Q2 20206
Financial Architects, Inc 660.00%0.02%0.03%Q4 2016Q1 20186
Colonial River Wealth Management, LLC 330.24%0.78%1.12%Q4 2020Q2 20226
FLOW TRADERS U.S. LLC 660.00%0.04%0.12%Q2 2020Q3 20216
GPS Wealth Strategies Group, LLC 660.13%0.30%0.60%Q2 2022Q3 20236
Westbourne Investment Advisors, Inc. 660.28%0.38%0.44%Q4 2018Q1 20206
First Allied Advisory Services, Inc. 510.00%0.02%0.04%Q4 2017Q3 20206
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
CBIZ Investment Advisory Services, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
MONETA GROUP INVESTMENT ADVISORS LLC 550.02%0.38%0.68%Q2 2018Q2 20195
AMERIPRISE FINANCIAL INC 410.00%0.00%0.00%Q2 2020Q3 20225
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.00%0.00%Q2 2022Q2 20235
Red Tortoise LLC 410.00%0.00%0.01%Q3 2021Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.01%0.02%Q4 2019Q2 20225
David Kennon Inc 550.65%1.31%2.26%Q3 2022Q3 20235
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q2 20185
Mokosak Advisory Group, LLC 552.34%2.56%2.67%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.02%0.04%0.05%Q4 2021Q4 20225
Private Ocean, LLC 550.01%0.01%0.01%Q2 2020Q2 20215
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2019Q3 20235
B.O.S.S. Retirement Advisors, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Better Money Decisions, LLC 310.05%0.06%0.07%Q1 2021Q2 20224
Professional Financial Advisors, LLC 440.04%0.05%0.06%Q4 2021Q3 20224
KMG FIDUCIARY PARTNERS, LLC 310.07%0.49%0.73%Q4 2019Q4 20204
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q4 2018Q1 20234
NewEdge Advisors, LLC 310.02%0.03%0.04%Q1 2020Q2 20214
Cornerstone Wealth Management, LLC 440.12%0.15%0.16%Q1 2021Q4 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.08%0.14%Q4 2022Q3 20234
PSI Advisors, LLC 440.00%0.04%0.13%Q3 2021Q2 20224
Transamerica Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q4 20224
KLR INVESTMENT ADVISORS, LLC 443.80%4.20%4.48%Q4 2022Q3 20234
Financial Gravity Asset Management, Inc. 210.00%0.02%0.07%Q4 2020Q3 20234
Intelligence Driven Advisers, LLC 440.27%2.50%4.10%Q4 2018Q3 20194
Gradient Investments LLC 310.00%0.00%0.00%Q1 2021Q3 20224
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.00%0.00%0.00%Q2 2017Q1 20184
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q1 2020Q3 20234
Advisors Preferred, LLC 310.02%0.04%0.05%Q3 2019Q3 20204
Barber Financial Group, Inc. 441.12%1.47%1.89%Q4 2017Q3 20184
EWG Elevate Inc. 210.03%0.10%0.16%Q4 2019Q4 20224
Goodman Advisory Group, LLC 440.01%0.31%0.63%Q4 2021Q3 20224
Foundations Investment Advisors, LLC 220.01%0.68%2.60%Q2 2018Q3 20234
Tortoise Investment Management, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
GREAT LAKES ADVISORS, LLC 440.01%0.02%0.03%Q3 2017Q2 20184
JD Financial Services Inc. 444.84%9.84%12.13%Q1 2021Q4 20214
Epstein & White Financial LLC 440.16%2.83%5.71%Q4 2017Q3 20184
Capstone Financial Advisors, Inc. 310.02%0.49%1.11%Q4 2018Q2 20224
Sharper & Granite LLC 441.09%1.14%1.20%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.01%0.02%0.02%Q4 2021Q3 20224
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2020Q3 20234
DIVIDEND ASSETS CAPITAL, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
KARLINSKI ANDREW C 441.61%2.17%2.70%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
ICA Group Wealth Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q3 2020Q2 20214
Claro Advisors LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Price Wealth, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Baker Avenue Asset Management, LP 210.04%0.21%0.36%Q4 2019Q2 20213
Strategic Blueprint, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
FDx Advisors, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
Ameritas Advisory Services, LLC 210.00%0.01%0.04%Q4 2021Q1 20233
S.C. Financial Services, Inc. 330.34%0.36%0.37%Q2 2022Q4 20223
RMR Wealth Builders 210.06%0.06%0.07%Q1 2021Q4 20213
WealthPlan Investment Management, LLC 210.24%0.25%0.26%Q1 2022Q4 20223
Mariner, LLC 210.00%0.00%0.01%Q3 2022Q2 20233
Trinity Wealth Management, LLC 330.46%0.46%0.47%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2018Q4 20213
USCA RIA LLC 330.36%0.37%0.38%Q3 2020Q1 20213
EPG Wealth Management LLC 210.00%0.00%0.00%Q3 2021Q2 20233
Flagship Private Wealth, LLC 330.02%0.02%0.03%Q4 2020Q2 20213
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Avior Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.02%0.04%0.08%Q4 2021Q3 20223
JNBA Financial Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Advisor Resource Council 110.03%0.05%0.07%Q2 2021Q2 20223
AlphaStar Capital Management, LLC 330.12%0.14%0.14%Q2 2019Q4 20193
Virtu Financial LLC 210.04%0.07%0.09%Q3 2017Q2 20183
Koshinski Asset Management, Inc. 330.00%0.01%0.03%Q3 2021Q1 20223
Wayfinding Financial, LLC 210.20%0.21%0.23%Q4 2021Q4 20223
Empirical Finance, LLC 330.10%0.32%0.53%Q2 2019Q4 20193
NorthCrest Asset Manangement, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BANK OF NOVA SCOTIA 220.04%0.04%0.04%Q1 2019Q2 20192
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Cornerstone Retirement Group, Inc. 220.08%0.08%0.08%Q1 2023Q2 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.84%0.99%1.15%Q4 2021Q1 20222
BerganKDV Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
CALTON & ASSOCIATES, INC. 220.04%0.04%0.04%Q4 2020Q1 20212
Burt Wealth Advisors 220.08%0.53%0.98%Q4 2021Q1 20222
Rosenberg Matthew Hamilton 220.10%0.15%0.21%Q3 2021Q4 20212
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
INVENIO WEALTH PARTNERS LLC 220.58%1.57%2.55%Q2 2023Q3 20232
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q2 2020Q3 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.02%0.03%Q2 2023Q3 20232
Arete Wealth Advisors, LLC 220.20%0.24%0.28%Q2 2018Q3 20182
Kingdom Financial Group LLC. 220.52%0.53%0.54%Q2 2023Q3 20232
CABANA LLC 220.03%0.05%0.08%Q3 2019Q4 20192
Continuum Advisory, LLC 220.20%0.49%0.77%Q4 2018Q1 20192
Virtu KCG Holdings LLC 220.02%0.03%0.04%Q4 2016Q1 20172
Quantitative Advantage, LLC 220.55%0.56%0.56%Q4 2022Q1 20232
Procyon Advisors, LLC 220.08%0.10%0.12%Q2 2021Q3 20212
Advisory Alpha, LLC 220.04%0.13%0.22%Q2 2021Q3 20212
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q2 20182
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Ancora Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2022Q2 20232
Wealthcare Advisory Partners LLC 220.01%0.02%0.02%Q4 2020Q1 20212
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q4 20202
Oxinas Partners Wealth Management LLC 221.21%1.34%1.47%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 221.55%1.62%1.69%Q4 2021Q1 20222
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q2 20232
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2022Q3 20232
Prospera Financial Services Inc 110.01%0.01%0.02%Q1 2020Q3 20202
BIVIN & ASSOCIATES, INC. 220.16%0.16%0.16%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
JT Stratford LLC 220.07%0.11%0.14%Q2 2023Q3 20232
Faithward Advisors, LLC 220.07%0.07%0.07%Q3 2019Q4 20192
Gateway Wealth Partners, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Symphony Financial, Ltd. Co. 221.30%1.64%1.98%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Worth Asset Management, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
Good Life Advisors, LLC 220.03%0.04%0.06%Q4 2021Q1 20222
OXFORD FINANCIAL GROUP, LTD. LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Clarus Wealth Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Obsidian Personal Planning Solutions LLC 110.27%0.27%0.27%Q3 2023Q3 20231
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Almanack Investment Partners, LLC. 110.13%0.13%0.13%Q1 2020Q1 20201
TCI Wealth Advisors, Inc. 110.08%0.08%0.08%Q1 2019Q1 20191
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Partnervest Advisory Services LLC 110.11%0.11%0.11%Q4 2019Q4 20191
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.49%0.49%0.49%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Blueprint Investment Partners LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Luken Investment Analytics, LLC 111.96%1.96%1.96%Q4 2020Q4 20201
SILVER OAK SECURITIES, INCORPORATED 110.34%0.34%0.34%Q2 2022Q2 20221
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SVB WEALTH LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OLD MISSION CAPITAL, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
BLUEFIN CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
GeoWealth Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Camarda Financial Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Systelligence, LLC 115.69%5.69%5.69%Q4 2019Q4 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WIN ADVISORS, INC 110.31%0.31%0.31%Q2 2023Q2 20231
Blue Sky Asset Management, LLC 111.51%1.51%1.51%Q4 2019Q4 20191
Team Financial Group, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Hefty Wealth Partners 110.07%0.07%0.07%Q1 2018Q1 20181
Addison Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2023Q2 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Pinnacle Wealth Planning Services, Inc. 110.54%0.54%0.54%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
LGT Financial Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Covington Capital Management 110.03%0.03%0.03%Q1 2020Q1 20201
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
NWAM LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EisnerAmper Wealth Management Corporate Benefits, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
First Heartland Consultants, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FAS Wealth Partners, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Valmark Advisers, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Hayden Royal, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
F3Logic, LLC 111.49%1.49%1.49%Q3 2020Q3 20201
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.